Per-client margin

Per-client margin. Per-client margin is the difference between what an agency bills a specific client and the wholesale cost of fulfilling that client's services. Tracked in real time per service, not as a per-client average, it surfaces the underpriced lines that erode profit silently.

Definition

Aggregate margin per client is misleading — a client with three high-margin services and one underpriced service can look healthy on average while quietly losing money on the underpriced line. The only reliable way to spot margin leaks is to track margin per service, per client, in real time. Most agency dashboards aggregate too far and surface problems too late.

Why monthly reconciliation is too late

Wholesale costs change quarterly. If you reconcile margin monthly, you may catch a margin drop the same month it happens — but only after a full month of underpriced delivery. Real-time tracking means you can correct the retail price on the next invoice, not three months later.

What "margin per service" means

If a client is on three services — SEO, paid ads, reputation — each service has its own wholesale cost from Vendasta and its own retail line on your invoice. Per-service margin tracks those independently. Aggregating to "this client's overall margin is 38%" hides that the reputation line is breaking even.

Thresholds + alerts

A well-designed margin dashboard alerts on services where margin drops below a defined threshold (e.g., 30%). The alert is the action — you raise the retail price, drop the service, or renegotiate the wholesale cost.

See also

Roffik's take

Billing, ACH and card payments, recurring subscriptions, per-client margin tracking, and branded client portals for Vendasta resellers — built on Midnight + cyan. Learn more about HubWho.

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